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Levatus Charitable Trust EIN 83-2828347 Form 990 (PDF) Claim this org

Levatus Charitable Trust FY2019 filing

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A private foundation based in Washington, DC. It reported about $516K in revenue for 2019. For fiscal year 2019 it reported $516K in revenue, $3K in expenses, and $1.0M in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
Washington, DC
Filings
6 on file (2019–2019)
Revenue
$516KFY2019
Expenses
$3K
Net assets
$1.0M
People
0
Filings
6
Updates
0
More identity details & actions ⌄
EIN  83-2828347 Private foundation / grantmaker Washington, DC
Form 990 (PDF)
You’re viewing the FY2019 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
A private foundation based in Washington, DC. It reported about $516K in revenue for 2019.
Money in and out
$516K revenue, $3K expenses
Bottom line
—
Grants paid & assets · FY2019
Total revenue
$516K
Pt VIII · Ln 12
Total expenses
$3K
Pt IX · Ln 25
Net assets
$1.0M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $513K
Total assets
1.0M
deployed as grants and operations
Grants made
16grants
total in period

Who They Fund

Part XV · grants paid · 16 grants · $132K · 2024–2024
Save the ChildrenFY2024$20,000
International Rescue Committee INCNY · FY2024$15,000
Inspired ChildFY2024$15,000
Doctors Without BordersFY2024$10,000
The Fishing School INCDC · FY2024$7,500
Lifepieces to MasterpiecesFY2024$7,500
Generation HopeFY2024$7,500
Foundation for the Enhancement and Enrichment of LifeFY2024$7,500
College BoundFY2024$7,500
Best KidsFY2024$7,500
Sidwell Friends SchoolDC · FY2024$5,000
Shout Mouse Press INCDC · FY2024$5,000
Project CreateDC · FY2024$5,000
Jam Hour Alumni US IncorporatedNJ · FY2024$5,000
Free the Slaves INCDC · FY2024$5,000
The Harvard ClubFY2024$1,500

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV7
Average grantPart XV$8K
Median grantPart XV$8K
Largest grantPart XV$20K
Top cause focusNTEEEducation (12%)

Summary of the Filing

Part I · fiscal year 2019 · Form 990-PF
Revenue
$516K
FY2019
Expenses
$3K
FY2019
Total assets
$1.0M
FY2019
Total liabilities
$0
FY2019
Total revenue
$516K
Pt VIII · Ln 12
Total expenses
$3K
Pt IX · Ln 25
Net assets
$1.0M
Pt X · Ln 32
Total assetsPt II$1.0M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CLevatus Charitable Trust
EINHdr · item D83-2828347
Principal addressHdr · item CWashington, DC
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MDC
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T12)
Ruling yearIRS BMFJul 2019

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Officers, directors & key employeesPt VII · Sec ANot reported
See Levatus Charitable Trust executive salaries →

Statement of Revenue

Part VIII
Contributions & grants$500K · 97%
Investment income$16K · 3%
Contributions & grants97%$500K
Investment income3%$16K
Other revenue$207
Total revenueLn 12$516K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Operating & administrative $1.00
Operating & administrative100%$3K
Total functional expensesLn 25$3K

Balance Sheet

Part X · end of year
CashLn 1$26K
Total assetsLn 16$1.0M
Total liabilitiesLn 26$0
Total net assetsLn 32$1.0M
Months of cash on handcomputed93.9

Financial Metrics

Form 990 · FY2019 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $1.0M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $516K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $516K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $516K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $1.0M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $516K · Expenses $3K
+99%
Liabilities-to-Assets
Total liabilities — · Total assets $1.0M
—
Net-asset ratio
Net assets $1.0M · Total assets $1.0M
100%
People & payroll
Highest Reported Total Compensation
Individual — · Reported title — · Highest reported compensation — · Total expenses $3K
No individual compensation reported on this filing
Personnel share
not reported

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown. Peer cohort: .

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$174K revenue · ⤓ 990 PDF
FY2023$720K revenue · ⤓ 990 PDF
FY2022$744K revenue · ⤓ 990 PDF
FY2021$404K revenue · ⤓ 990 PDF
FY2020$6K revenue · ⤓ 990 PDF
FY2019$516K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2019IRS
Classification, formation year, addressIRS Business Master File
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